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Donaldson
DCI

Overview Fund Activity

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$101M
3
EIP
3
Epoch Investment Partners
New York
$74.6M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$92.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$104M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$51.8M
2
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$625M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$55.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$165M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBWM
26
Granite Bay Wealth Management
New Hampshire
$55.7M – – –
Impax Asset Management Group
27
Impax Asset Management Group
United Kingdom
$55.6M -$26M -402,438 -32%
Wells Fargo
28
Wells Fargo
California
$51.8M -$147M -2,255,930 -74%
Charles Schwab
29
Charles Schwab
California
$49.3M +$1.02M +15,682 +2%
GCM
30
Geneva Capital Management
Wisconsin
$47.6M -$122K -1,870 -0.3%
GF
31
Gabelli Funds
New York
$47.3M -$948K -14,500 -2%
Millennium Management
32
Millennium Management
New York
$46.1M +$8.1M +123,902 +21%
MPIA
33
Mountain Pacific Investment Advisers
Idaho
$44.6M -$287K -4,390 -0.6%
HighTower Advisors
34
HighTower Advisors
Illinois
$42.5M +$912K +13,948 +2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$40.8M -$4.88M -74,725 -11%
MTC
36
McDaniel Terry & Co
Texas
$33.3M +$52.5K +804 +0.2%
ProShare Advisors
37
ProShare Advisors
Maryland
$33.1M -$3.77M -57,733 -10%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$28.8M +$4.25M +64,974 +17%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$26.9M +$1.68M +25,757 +7%
GI
40
GAMCO Investors
Connecticut
$26.9M -$203K -3,100 -0.7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$26.9M +$318K +4,870 +1%
US Bancorp
42
US Bancorp
Minnesota
$26M -$6.24M -95,502 -19%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$25.2M -$4.29M -65,721 -15%
UBS Group
44
UBS Group
Switzerland
$25M +$11.4M +174,193 +84%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$24.3M +$12.4M +189,100 +104%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$22.8M +$4.21M +64,461 +23%
CIM
47
Confluence Investment Management
Missouri
$22.3M -$43.3K -662 -0.2%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$20.6M +$67.4K +1,031 +0.3%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$20.3M +$118K +1,801 +0.6%
JAM
50
Jupiter Asset Management
United Kingdom
$19.7M -$1.32M -20,124 -6%
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